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JHEQX vs JHQRX
JHEQX vs JHQRX Comparison
Open Charts JHEQX vs JHQRX
JHEQX vs JHQRX Comparison Chart in %
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JHEQX vs. JHQRX commentary
Jun 29, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JHEQX is a Hold and JHQRX is a Hold.
FUNDAMENTALS
Fundamentals
JHEQX (18.6B) and JHQRX (18.6B) have equal amount of cash in the bank . JHQRX pays higher dividends than JHEQX: JHQRX (0.86) vs JHEQX (0.62). JHEQX was incepted earlier than JHQRX: JHEQX (13 years) vs JHQRX (13 years). JHEQX (0.57) is less costly to investors than JHQRX (0.32). JHEQX (20.00) and JHQRX (20.00) have comparable annual turnover. JHEQX has a lower initial minimum investment than JHQRX: JHEQX (1000000) vs JHQRX (15000000). JHQRX (5.66) and JHEQX (5.41) have marching annual gain over last year. JHQRX (39.11) and JHEQX (37.71) have equivalent 5 years return.
| JHEQX | JHQRX | JHEQX / JHQRX | |
| Total Expense Ratio | 0.57 | 0.32 | 178% |
| Annual Report Gross Expense Ratio | 0.57 | 0.32 | 178% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | -1.825 | -1.693 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 18.6B | 100% |
| Annual Yield % from dividends | 0.62 | 0.86 | 72% |
| Returns for 1 year | 5.41 | 5.66 | 95% |
| Returns for 3 years | 28.19 | 29.15 | 97% |
| Returns for 5 years | 37.71 | 39.11 | 96% |
| Returns for 10 years | 136.89 | 141.77 | 97% |
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